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Wealthfront’s Crown Castle CCI Stock Holding History

Wealthfront’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1.66M Buy
14,914
+2,786
+23% +$310K 0.02% 153
2018
Q2 		$1.31M Sell
12,128
-9,516
-44% -$989K 0.01% 196
2018
Q1 		$2.37M Buy
21,644
+8,141
+60% +$884K 0.02% 115
2017
Q4 		$1.5M Buy
13,503
+4,109
+44% +$443K 0.02% 161
2017
Q3 		$939K Buy
9,394
+2,564
+38% +$262K 0.01% 207
2017
Q2 		$684K Buy
6,830
+2,149
+46% +$211K 0.01% 211
2017
Q1 		$442K Buy
4,681
+1,018
+28% +$91.1K 0.01% 247
2016
Q4 		$318K Sell
3,663
-1,241
-25% -$109K 0.01% 284
2016
Q3 		$462K Buy
4,904
+108
+2% +$10.4K 0.01% 191
2016
Q2 		$486K Buy
4,796
+874
+22% +$79.3K 0.01% 174
2016
Q1 		$339K Buy
3,922
+682
+21% +$57.8K 0.01% 223
2015
Q4 		$280K Buy
3,240
+513
+19% +$43.5K 0.01% 226
2015
Q3 		$215K Sell
2,727
-1,298
-32% -$106K 0.01% 259
2015
Q2 		$323K Buy
4,025
+380
+10% +$31.7K 0.01% 174
2015
Q1 		$301K Buy
3,645
+450
+14% +$38.3K 0.01% 158
2014
Q4 		$251K Buy
3,195
+825
+35% +$66.1K 0.01% 159
2014
Q3 		$191K Buy
2,370
+1,035
+78% +$80K 0.01% 164
2014
Q2 		$99K Buy
1,335
+317
+31% +$23.8K 0.01% 223
2014
Q1 		$76K Buy
+1,018
New +$74.7K 0.01% 186

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthfront's CCI Position: Q3 2018 in Review

Wealthfront increased its Crown Castle (CCI) stake by 23% in Q3 2018, buying an estimated $310K and bringing the position to 14,914 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #153.

Wealthfront first reported a position in CCI in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.37M in Q1 2018. 843 funds tracked by Wall St. Rank hold CCI as of Q3 2018.

  • Wealthfront held 14,914 shares of Crown Castle worth $1.66M as of Q3 2018.
  • Wealthfront bought 2,786 Crown Castle shares in Q3 2018, an estimated $310K.
  • Crown Castle made up 0.02% of Wealthfront's portfolio in Q3 2018, its #153 holding.
  • Wealthfront first reported a position in Crown Castle in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Crown Castle position peaked at $2.37M in Q1 2018.
  • 843 funds tracked by Wall St. Rank held Crown Castle as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.